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  1. ====================
  2. Agreement Legal Sale
  3. ====================
  4. .. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
  5. !! This file is generated by oca-gen-addon-readme !!
  6. !! changes will be overwritten. !!
  7. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
  8. .. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
  9. :target: https://odoo-community.org/page/development-status
  10. :alt: Beta
  11. .. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
  12. :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
  13. :alt: License: AGPL-3
  14. .. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcontract-lightgray.png?logo=github
  15. :target: https://github.com/OCA/contract/tree/12.0/agreement_legal_sale
  16. :alt: OCA/contract
  17. .. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
  18. :target: https://translation.odoo-community.org/projects/contract-12-0/contract-12-0-agreement_legal_sale
  19. :alt: Translate me on Weblate
  20. .. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
  21. :target: https://runbot.odoo-community.org/runbot/110/12.0
  22. :alt: Try me on Runbot
  23. |badge1| |badge2| |badge3| |badge4| |badge5|
  24. Odoo Sales App does not support the management of legal content for agreements
  25. and contracts. It's also not integrated with the Agreement App.
  26. This module is for companies that needs their customer to sign an agreement
  27. with all the legal information based on the selected agreement template.
  28. **Table of contents**
  29. .. contents::
  30. :local:
  31. Configuration
  32. =============
  33. To configure this module:
  34. * Go to Agreement > Configuration > Templates
  35. * Create a new template with sections and clauses and their respective content
  36. * Go to Agreement > Configuration > Stages
  37. * Create and reorder stages to match your process
  38. Usage
  39. =====
  40. To use this module:
  41. * Go to Sales
  42. * Create or select a quotation
  43. * Set the agreement template and add some products
  44. * Confirm the quotation. An agreement is created and linked to the sales order:
  45. * the agreement template is copied into an agreement with a copy of the
  46. sections, clauses, recitals and appendices
  47. * all the sales order lines are added as agreement lines
  48. * the products on the SO with BOM are added as service profile on the agreement
  49. * the customer information is set from the sales order
  50. * the eventual analytic account linked to the sales order is set on the agreement
  51. * the agreement is linked to the sales order and vice versa
  52. Known issues / Roadmap
  53. ======================
  54. The roadmap is documented on https://github.com/OCA/contract/issues.
  55. Bug Tracker
  56. ===========
  57. Bugs are tracked on `GitHub Issues <https://github.com/OCA/contract/issues>`_.
  58. In case of trouble, please check there if your issue has already been reported.
  59. If you spotted it first, help us smashing it by providing a detailed and welcomed
  60. `feedback <https://github.com/OCA/contract/issues/new?body=module:%20agreement_sale%0Aversion:%2011.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
  61. Do not contact contributors directly about support or help with technical issues.
  62. Credits
  63. =======
  64. Authors
  65. ~~~~~~~
  66. * Open Source Integrators
  67. Contributors
  68. ~~~~~~~~~~~~
  69. * Steven Campbell <scampbell@opensourceintegrators.com>
  70. * Maxime Chambreuil <mchambreuil@opensourceintegrators.com>
  71. * Serpent Consulting Services Pvt. Ltd. <support@serpentcs.com>
  72. Other credits
  73. ~~~~~~~~~~~~~
  74. The development of this module has been financially supported by:
  75. * Pavlov Media
  76. * Open Source Integrators
  77. Maintainers
  78. ~~~~~~~~~~~
  79. This module is maintained by the OCA.
  80. .. image:: https://odoo-community.org/logo.png
  81. :alt: Odoo Community Association
  82. :target: https://odoo-community.org
  83. OCA, or the Odoo Community Association, is a nonprofit organization whose
  84. mission is to support the collaborative development of Odoo features and
  85. promote its widespread use.
  86. .. |maintainer-osi-scampbell| image:: https://github.com/osi-scampbell.png?size=40px
  87. :target: https://github.com/osi-scampbell
  88. :alt: osi-scampbell
  89. .. |maintainer-max3903| image:: https://github.com/max3903.png?size=40px
  90. :target: https://github.com/max3903
  91. :alt: max3903
  92. Current `maintainers <https://odoo-community.org/page/maintainer-role>`__:
  93. |maintainer-osi-scampbell| |maintainer-max3903|
  94. This module is part of the `OCA/contract <https://github.com/OCA/contract/tree/12.0/agreement_legal_sale>`_ project on GitHub.
  95. You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.